Benefits

SuperTRUMP for Salesforce Makes Modeling and Pricing Equipment Leases & Loans Simple

Our online training is designed to help you easily and quickly master SuperTRUMP for Salesforce. Whether you are an experienced user or new to equipment finance, our online classroom will teach you SuperTRUMP's capabilities from the complex to the handy shortcuts using 14 case studies.

Case Studies

The classroom material is cumulative and our case studies are designed to build upon one another. Any given case study may consist of multiple problems. Each case study is accompanied by a series of step-by-step short videos that guide you through each problem. Each case study is available as a PDF file to download and print, or you can follow along on your monitor.

We've uploaded unique SuperTRUMP templates (available in the How to Use a Case Study Template section below) for you to work through all of the case studies. These will need to be downloaded and placed into your Template/Parameter File folder.

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How to Use a Case Study Template:

To complete the case studies, training templates - available at the right of this section - must be uploaded into SuperTRUMP for Salesforce.

  1. First, select the App Launcher icon and then select SuperTRUMP Templates.
  2. To see your existing templates, select the All list view. Review the existing templates to make sure you have not already uploaded the needed template.
  3. Select New SuperTRUMP Template button.
  4. Enter the new template's Salesforce name. This can be different from the template file name. Then select Save.
  5. Next select files to upload. Select the Related tab then Upload Files. Alternatively, you can drag files to the box under Notes and Attachments.

Using the case study PDF, follow the step-by-step for each problem. You can reference the videos if you need extra support.

  1. Read the Objective and Introduction to each case study.
  2. Read the Overview and Description Highlights of each problem.
  3. Follow the Step-by-Step rather than filling in numbers from the Quick Screen.
  4. Print the reports suggested.
  5. Read the Comments and Notes throughout the case studies.

Please reference the following training templates for the Case Studies below

Tax Lease for Cases.tem

Loan for Cases.tem

Municipal Lease for Cases.tem

Municipal Loan for Cases.tem

SuperTRUMP for Salesforce Case Studies

Price a Tax Lease in SuperTRUMP for Salesforce.

Case Study 01 Files:

Price a basic loan, with and without a balloon payment, given the required yield.

Case Study 02 Files:

Price a Conditional Sales Agreement.

Case Study 03 Files:

Add or delete fee expense and/or income as part of SuperTRUMP pricing and target for residual.

Case Study 04 Files:

Use the Asset Detail page to change some of the parameters relevant to the asset being leased. Learn and understand the breadth and use of the Asset Detail page.

Case Study 05 Files:

Price a basic tax lease with level payments, low-high, two payments in advance and understand the effect on a yield. Problem 6C explores date conventions regarding 30/31 days in SuperTRUMP.

Case Study 06 Files:

Understand how to price unusual payment structures like skips, one-time contract payments and residual realization timing.

Case Study 07 Files:

Learn how to work with loan and lease interims and understand the effect on pricing.

Case Study 08 Files:

Price a basic tax lease to examine the effect on a yield through requiring a Security Deposit. Also, notice the effect of a Security Deposit on the termination values.

Case Study 09 Files:

Learn how to price a TRAC and Split TRAC lease and understand the effects on lease classification.

Case Study 10 Files:

Price a basic tax lease that has subsidies to examine the effect on the yield. Examine subsidies to both enhance the yield of a market rate transaction and to determine the subsidy needed on a below-market rate transaction to permit the lessor to earn a market rate.

Case Study 11 Files:

Learn to enter more than one asset, each with different residual, delivery and funding dates, and different depreciation, all tied to a single lease.

Case Study 12 Files:

Learn to produce a termination table to either protect or enhance your economic yield.

Case Study 13 Files:

Learn to price a Muni/Tax-Exempt lease or loan and explore the settings necessary for the calculation.

Case Study 14 Files: